Morling Financial Advisors, LLC TOTL — SSGA ACTIVE ETF TR

Ownership history in Morling Financial Advisors, LLC  ·  14 quarters on record

AI Ownership Summary

Morling Financial Advisors, LLC reported SSGA ACTIVE ETF TR (TOTL) in 14 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 15.35% in 2024 Q3. The latest visible filing shows TOTL at 12.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morling Financial Advisors, LLC's position in SSGA ACTIVE ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TOTL was reported at 12.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.35% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOTL stock page Morling Financial Advisors, LLC fund profile Morling Financial Advisors, LLC full holdings
How Morling Financial Advisors, LLC held TOTL — position size vs. price
% of Fund (quarterly)    TOTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,011,006 +68,964 +7.3% 12.79% $40.7M 2026-02-14 (Est.) $40.09
2025 Q3 ADDED — — — 942,042 +48,780 +5.5% 12.64% $38.2M 2025-11-04 $39.36
2025 Q2 REDUCED — — — 893,262 -17,746 -1.9% 11.72% $35.8M 2025-08-11 $38.50
2025 Q1 REDUCED 5.8% +0.8% ❌ 911,008 -56,494 -5.8% 12.63% $36.7M 2025-05-06 $37.80
2024 Q4 REDUCED — — — 967,502 -5,803 -0.6% 13.29% $38.1M 2025-02-07 $37.20
2024 Q3 ADDED — — — 973,305 +95,829 +10.9% 15.35% $40.3M 2024-10-18 $37.41
2024 Q2 ADDED — — — 877,476 +870,410 +12318.3% 15.19% $34.9M 2024-08-07 $37.19
2024 Q1 REDUCED 53.5% +0.0% ❌ 7,066 -8,142 -53.5% 0.16% $283K 2024-05-13 $35.46
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOTL

As of 2026 Q1 — sorted by position size

Ballew Advisors, Inc 3Y 7Y 6.13% Finivi Inc. 5.74% TECTONIC ADVISORS LLC 3Y 5.34% San Luis Wealth Advisors LLC 3Y 4.77% John W. Brooker & Co., CPAs 3Y 4.57% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.56% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 4.54% Inman Jager Wealth Management, LLC 3.91% PARAGON CAPITAL MANAGEMENT INC 3.25% ADG Wealth Management Group, LLC 3.05%

FAQ About Morling Financial Advisors, LLC and TOTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morling Financial Advisors, LLC reported owning TOTL?

Morling Financial Advisors, LLC reported TOTL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TOTL position in Morling Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for TOTL was 15.35% in 2024 Q3.

What is the latest reported TOTL position on this page?

The most recent filing on this page is 2025 Q4, when Morling Financial Advisors, LLC reported 1,011,006 shares, equal to 12.79% of portfolio, with an estimated market value of $40.7M.

What does the chart on this TOTL ownership page compare?

The chart compares Morling Financial Advisors, LLC's quarterly TOTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morling Financial Advisors, LLC time their TOTL position?

Based on 13F filing dates vs. subsequent TOTL price moves, Morling Financial Advisors, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on TOTL relative to SPY over the holding period was -8.0%.

← Back to Morling Financial Advisors, LLC Holdings